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Compare ISO vs. SWTZ
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, Exchange-Traded Funds (ETFs) are a popular choice. Two well-known options in the Australian Securities Exchange (ASX) are the iShares S&P/ASX Small Ordinaries ETF (ISO) and the Switzer Dividend Growth Fund - Active ETF (SWTZ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
ISO | SWTZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 10 | 6 |
Median incremental investment | $672.00 | $828.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,870.94 | $2,457.95 |
Average age group | > 35 | > 35 |
Key Summary
ISO | SWTZ | |
|---|---|---|
Strategy | ISO.AX was created on 2010-12-06 by iShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 140.36m in AUM and 199 holdings. The Fund aims to provide investors with the performance of an index, before fees and expenses. The index is designed to measure the performance of the 200 largest Australian securities listed on the ASX. | SWTZ.AX was created on 2017-02-23 by AGP. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to provide investors with an income return that exceeds the S&P/ASX 100 Accumulation Index (Index) (after fees) over rolling 12-month periods, while also maintaining a lower level of volatility relative to the Index over rolling 12-month periods. |
Top 3 holdings | RAMELIUS RESOURCES LTD (1.71 %) ZIP CO LTD (1.62 %) VENTIA SERVICES GROUP LTD (1.54 %) | BHP Group Ltd (6.64 %) National Australia Bank Ltd (6.09 %) Westpac Banking Corp (5.85 %) |
Top 3 industries | Materials (22.03 %) Consumer Discretionary (14.34 %) Financials (13.22 %) | Financials (30.82 %) Materials (20.70 %) Other (15.13 %) |
Top 3 countries | Australia (88.21 %) United States (5.79 %) New Zealand (3.68 %) | |
Management fee | 0.55 % | 0.89 % |
Key Summary
ISO | SWTZ | |
|---|---|---|
Issuer | iShares | AGP |
Tracking index | S&P/ASX Small Ordinaries index | |
Asset class | ETF | ETF |
Management fee | 0.55 % | 0.89 % |
Price | $5.56 | $2.43 |
Size | $135.249 million | $59.639 million |
10Y return | 49.06 % | N/A |
Annual distribution yield (5Y) | 4.47 % | 5.22 % |
Market | ASX | ASX |
First listed date | 09/12/2010 | 24/02/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ISO | SWTZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 10 | 6 |
Median incremental investment | $672.00 | $828.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,870.94 | $2,457.95 |
Average age group | > 35 | > 35 |
Pros and Cons
ISO | SWTZ | |
|---|---|---|
Pros |
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Cons |
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ISO | SWTZ |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |